Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX | 20% | 0.34% | — |
| 2 | Fidelity Conservative Income Municipal Bond Fund · FMNDX, FMNHX, FMNFX, FMNGX cheaper | 10% | 0.20% | Fidelity Management & Research Company LLC |
| 3 | abrdn Ultra Short Municipal Income Fund · ATOAX, ATOIX, ATOBX | 10% | 0.45% | abrdn Inc. |
| 4 | Fidelity SAI Conservative Income Municipal Bond Fund · FSMJX cheaper | 9% | 0.20% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Flex Conservative Income Municipal Bond Fund · FUEMX cheaper | 7% | 0.00% | Fidelity Management & Research Company LLC |
| 6 | Fidelity SAI Sustainable Conservative Income Municipal Bond Fund · FASYX cheaper | 7% | 0.20% | Fidelity Management & Research Company LLC |
| 7 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX | 7% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 8 | abrdn Ultra Short Municipal Income Active ETF | 5% | 0.25% | abrdn Inc. |
| 9 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper | 5% | 0.09% | Strategic Advisers LLC |
| 10 | Goldman Sachs Ultra Short Municipal Income ETF · GUMI cheaper | 5% | 0.16% | Goldman Sachs Asset Management, L.P. |
| 11 | First Trust Ultra Short Duration Municipal ETF · FUMB | 4% | 0.45% | First Trust Advisors L.P. |
| 12 | Allspring Ultra Short-Term Municipal Income Fund · SMAVX, SMAIX, WFUSX, WUSMX, WUSRX, WFUNX cheaper | 3% | 0.20% | Allspring Funds Management, LLC |
| 13 | Genter Capital Municipal Quality Intermediate ETF · GENM | 3% | 0.39% | OBP Capital LLC |
| 14 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX | 3% | 0.35% | Boston Management and Research |
| 15 | Thornburg California Limited Term Municipal Fund · LTCAX, LTCCX, LTCIX, LTCQX | 2% | 0.49% | Thornburg Investment Management, Inc. |
| 16 | Victory Tax Exempt Short-Term Fund · USSTX, UTESX, USTIX | 2% | 0.42% | Victory Capital Management Inc. |
| 17 | iShares Short-Term California Muni Active ETF cheaper | 2% | 0.20% | BlackRock Fund Advisors |
| 18 | iShares Short Maturity Municipal Bond Active ETF · MEAR | 2% | 0.26% | BlackRock Fund Advisors |
| 19 | First Trust California Municipal High Income ETF · FCAL | 2% | 0.65% | First Trust Advisors L.P. |
| 20 | Nuveen Short Term Municipal Bond Fund · FSHAX, FSHYX, NAAEX | 2% | 0.43% | Nuveen Fund Advisors, LLC |
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